ESOP · DOL Form 5500 · 2024

R & H Mechanical, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
182
Participants Below avg headcount
66th
Percentile by assets National rank
$89,331
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R & H Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by R & H Mechanical, Inc. · Colorado · Construction

$16M in assets, 182 participants

R & H Mechanical, Inc.'s R & H Mechanical, Inc. Employee Stock Ownership Plan reported $16M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,862 in Construction (9,039 peers)

Coverage in Colorado

R & H Mechanical, Inc. Employee Stock Ownership Plan covers 182 participants in Colorado, about 48% of the average Colorado filer (state average ~376 per filing). Assets: $16M.

#5,862
in Construction (9,039 peers)
+63.6%
assets growth YoY

R & H Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

R & H Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,258,242 Top 34% higher than 66% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

R & H Mechanical, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & H Mechanical, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R & H Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • R & H Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • R & H Mechanical, Inc. Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 320109930 · R & H Mechanical, Inc. PY 2024 · ESOP

R & H Mechanical, Inc. Employee Stock Ownership Plan · $16M · 182 · 66th

  • PHOTO $16M
  • IND 182
  • EOY 66th
  • 5500 ESOP
  • ASSETS near Foodpro Corporation Employee Stock Ownership Plan
  • PCT ind #5862

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Colorado →

R & H Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$16MFoodpro Corporation Employee Stock Ownership PlanFoodpro Corporation Employee…$16MYour Building Centers, Inc. Employee Stock Ownership PlanYour Building Centers, Inc. …$16MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$16MEmployee Stock Ownership Plan of Emory Wilson Process, Inc.Employee Stock Ownership Pla…$16M
End-of-year total assets ($M) among R & H Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$6M
Employer EIN320109930
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & H Mechanical, Inc.)

Sponsor-wide plan assets over time

All R & H Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 116.56723791615681% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $22.6M ▲ +116.6%
Year Plans Participants Total Assets
2022 2 273 $10M
2023 2 273 $15M
2024 2 351 $23M

Nearby ESOP Plans in Colorado

Peer ESOP plans, same state, same plan type, ranked by total assets.

R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants R & H Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.258242 · Participants: 182R & H Mechanical, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare R & H Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R & H Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($16M); by covered participants it is Pinnacle Electric Employee Stock Ownership Plan in NY (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R & H Mechanical, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
R & H Mechanical, Inc. Employee Stock Ownership Plan surged - up 63.6% during 2024, from $10M to $16M. Reported net income was $6M.
How have R & H Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & H Mechanical, Inc.'s sponsor-wide assets grew 116.6%, from $10M to $23M.
Which ESOP plans are similar in size to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($16M, 51 participants).
Which ESOP plans cover a similar participant headcount to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Electric Employee Stock Ownership Plan in NY (182 participants, $600K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320109930.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.